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Welcome

All of us have dreams for the future but most of us don’t know the best way to get there. We are your coach and counselor. We help you turn your dreams into goals and goals into reality.

Video Archive

Subscribe to our YouTube channel to view more videos about creating financial wellness.

Top Ten Google Questions with Tim Gardner- Stock Market August 9, 2024 Tim discusses the top ten most googled questions about the stock market. Side note- There is a small glitch around question 9. Apologies everyone!
Money Minute- Compulsive Spending July 9, 2024 Nichole sits down to talk about compulsive spending habits and provides tips on how to curb them. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services...
Quarterly Report- Q1 of 2024 June 7, 2024 Tim and Nichole discuss the first quarter of 2024.
Money Minute- Financial Literacy May 17, 2024 Nichole sits down to give helpful tips on becoming more financially literate.
Money Minute- Preparing for Unexpected Expenses April 12, 2024 Nichole sits down to give helpful tips on how to best prepare for unexpected expenses.
Top Ten Google Questions with Tim Gardner- Retirement March 11, 2024 Tim discusses the top 10 most googled questions about retirement.
Take the Next Step Your path to financial freedom starts here.
  1. 1 Schedule A Consultation.

    We’ll get to know you and your financial objectives to figure out where to go from here.

  2. 2 Meet With Us.

    Together we’ll work towards a plan that is customized to your personal needs.

  3. 3 Move Toward Financial Success.

    As life changes, we’ll adjust your strategy to help match your new life situation.